Drafting multiple emails with various recipients

[Bellamm]

Hi guys, Could you please kindly help with my workflow design in Alteryx, as I am a bit confused about how to utilize the tools, and not sure whether the process would be feasible in Alteryx? I would need to draft hundreds of emails every quarter, with different recipients. Moreover, the content are similar but not the same. It would need to include a calculated table in the content area, which would be calculated out in advance in another excel sheet. Therefore my questions is, can I use Alteryx to draft emails to save them in draft mailbox, with different subject line, containing the same main topics but different calculated table, and sending to various recipients based on a distribution list? Would it be possible? Thanks in advance.

[ChrisTX · Accepted solution]

See if this related post helps:

Emailing Different Reports to Different Recipients

https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Emailing-Different-Reports-to-Different-Reci...

[Bellamm]

Hi Chris, thanks so much for sharing the link. Do you know why would a table added at the first place? so shall I put table data there? and what does it do for add salutation? would you be able to help on these as well? 😄 Many thanks!

[ChrisTX]

The purpose of the table in the Knowledge Base article is listed in the first sentence.

...to insert a table into the body of the email, giving the recipient immediate access to the data without having to open an attachment.

Here is the Tool Mastery link for the Table tool: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Table/ta-p/49555

And the complete Tool Mastery index: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Index/ta-p/84593